Online communities provide an innovative way for both current and prospective clients to receive advice and share their own knowledge. American Express and Bank of America offer forums aimed at small business professionals, while TIAA-CREF recently introduced a revamped site with two sections providing retirement and financial planning advice for women. This slide deck examines […]

The issue of active versus passive management is a perennial debate for asset managers and investors. The recent growth of interest in indexed strategies highlights that investors are more concerned than ever about keeping costs low, and thus, many are turning to index funds to avoid management fees. While the efficient-market debate is unlikely to […]

CI’s Mobile Monitor currently tracks 22 firms, a group that features mobile finance innovators from across the financial services industry. In this slide deck, we examine the mobile apps offered by four firms from outside our Mobile Monitor coverage group – BB&T, Popular Community Bank and Santander Bank and PNC (with a focus on Virtual […]

The growing popularity and mainstream acceptance of Bitcoins has made it important for consumers and investors to gain a deeper understanding of this preeminent virtual currency. The Complete Bitcoin User Experience: Mining, Exchanges, Wallets and Beyond provides a detailed analysis of how Bitcoins are created, traded and stored. The study includes reviews of the top […]

Mobile usage continues to grow, with an ever-greater portion of total Internet traffic coming via a smartphone or tablet – rising above 15% in 2013. Mobile gives companies a chance to deepen relations with customers as well as reach targeted demographics such as Millennials or the underbanked. With this in mind, Corporate Insight has been […]

Several prominent life insurance firms have introduced Pinterest pages to increase engagement with prospects and clients. Like most Pinterest users, Life Insurance firms rely heavily on pinning content that exists elsewhere. This serves to raise the visibility of their products and to drive traffic back to their website. As Pinterest evolves and adds new advertising […]

Virtual currencies are a decentralized form of “electronic cash” that users send to each other through a peer-to-peer payment system in exchange for goods and services. Consumers and investors have long debated the new type of currency’s long-term legitimacy. While some have flocked to use and invest in virtual currencies, others warn of a possible […]

In recent years, numerous personal financial management (PFM) tools have emerged online. These tools give consumers a detailed view of their finances, allowing them to effectively budget and manage their money. Many of the PFMs offer both easy-to-use online interfaces and mobile apps to manage finances on-the-go. This slide deck analyzes two of the major […]

Corporate Insight was in attendance for the 2013 SPARK Forum, an annual retirement conference which was held in West Palm Beach, Florida earlier this month. The conference offers industry leaders a venue to discuss a variety of hot-button issues and topics including mobile capabilities and the legislation surrounding retirement plans. CI’s own Michael Ellison, […]